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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,450 | $335,627-55.2% | $283,941-47.0% | $428,746-64.9% |
| Participation rate | 61.5% | 89.1%-27.5pp | 87.7%-26.1pp | 88.2%-26.7pp |
| Annual return | 9.60% | 0.21%+9.4pp | 1.70%+7.9pp | 331.92%-322.3pp |
| Employer contribution / active EE | $0 | $7,488-100.0% | $6,503-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $2,086 | $5,928-64.8% | $5,606-62.8% | $5,961-65.0% |
| Admin fee / account holder | $49,042 | $33,255+47.5% | $30,380+61.4% | $31,735+54.5% |